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iShares iBonds Dec 2025 Term Treasury ETF

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$406M 17,571,678 +1,901,229 +12%
Morgan Stanley
2
Morgan Stanley
New York
$91M 3,933,334 +265,101 +7%
Wells Fargo
3
Wells Fargo
California
$76.6M 3,313,327 +367,411 +12%
SF
4
Synovus Financial
Georgia
$68.2M 2,949,860 -76,754 -3%
CG
5
Colony Group
Massachusetts
$50.6M 2,189,536 +2,189,536 New
Bank of America
6
Bank of America
North Carolina
$47.2M 2,042,725 +227,368 +13%
FCH
7
Freestone Capital Holdings
Washington
$42.5M 1,835,648 +1,835,648 New
CIA
8
Capital Investment Advisors
Georgia
$40.8M 1,763,518 +158,241 +10%
MCM
9
MV Capital Management
Maryland
$17M 736,717 +256,376 +53%
NA
10
NewEdge Advisors
Louisiana
$13.7M 591,919 +152,685 +35%
Stifel Financial
11
Stifel Financial
Missouri
$13.4M 579,579 -94,230 -14%
JAG
12
Journey Advisory Group
Kentucky
$12.5M 538,630 +41,382 +8%
UBS Group
13
UBS Group
Switzerland
$11.4M 490,875 +191,174 +64%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M 435,426 +42,713 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.76M 422,104 +8,642 +2%
CTC
16
Central Trust Company
Missouri
$9.59M 414,585 -23,122 -5%
FCA
17
FinTrust Capital Advisors
South Carolina
$9.55M 410,135
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.14M 395,050 +63,845 +19%
CIM
19
Confluence Investment Management
Missouri
$8.68M 375,472 -2,117 -0.6%
IWC
20
Integrated Wealth Concepts
Massachusetts
$8.44M 364,853 +40,940 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.29M 358,376 -5,358 -1%
LPL Financial
22
LPL Financial
California
$8.16M 352,895 +110,731 +46%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7M 302,435 -136,254 -31%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$6.35M 274,723 +58,267 +27%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.32M 273,450 +100,048 +58%